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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,215 | $78,520-81.9% | $96,576-85.3% | $82,448-82.8% |
| Participation rate | 69.7% | 77.7%-8.0pp | 81.4%-11.7pp | 68.1%+1.6pp |
| Annual return | 22.18% | 41.30%-19.1pp | 38.47%-16.3pp | 41.64%-19.5pp |
| Employer contribution / active EE | $2,620 | $2,630-0.4% | $3,553-26.3% | $2,551+2.7% |
| Participant deferral / active EE | $3,452 | $6,754-48.9% | $7,956-56.6% | $4,139-16.6% |
| Admin fee / account holder | $838 | $13,455-93.8% | $11,381-92.6% | $7,234-88.4% |